Philip Budin
Financial Adviser
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About
Philip Budin is an ASIC-registered financial adviser dedicated to helping individuals and families in SUTHERLAND, NSW, achieve their financial goals. With a Bachelor of Economics from the University of New England (1996) and a Diploma of Financial Services (Financial Planning) from Kaplan (2007), Philip possesses a strong foundation in financial principles. He continually updates his knowledge, having completed Ethics and Professionalism in Financial Advice with Kaplan in 2021. Philip is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of ethical conduct and professional excellence. Philip is authorised to provide advice on a comprehensive range of financial products, including insurance, retirement planning, Investment Life Insurance, Life Risk Insurance and Retirement Savings Accounts. He works closely with his clients to develop tailored strategies that address their unique needs and circumstances. Key services include: • Retirement planning advice • Insurance solutions to protect your family and assets • Investment strategies for long-term wealth creation • Superannuation advice, including Retirement Savings Accounts Ready to take control of your financial future? Contact Philip Budin today to schedule a consultation and discuss your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Philip Budin offer?
Philip Budin specialises in providing advice on insurance, retirement planning, Investment Life Insurance, Life Risk Insurance and Retirement Savings Accounts. He can help you create a comprehensive financial plan tailored to your individual needs.
What are Philip Budin's qualifications?
Philip holds a Bachelor of Economics from the University of New England (1996), a Diploma of Financial Services (Financial Planning) from Kaplan (2007), and has completed Ethics and Professionalism in Financial Advice with Kaplan in 2021. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Philip Budin?
The process typically begins with an initial consultation to understand your financial goals and current situation. Philip will then develop a tailored financial plan, present it to you, and implement the agreed-upon strategies. Regular reviews will ensure your plan remains aligned with your evolving needs.
How can insurance advice benefit me?
Insurance advice can help you protect yourself and your loved ones from unexpected financial hardship due to illness, injury, or death. Philip can assess your specific needs and recommend appropriate insurance coverage.
What should I expect during my first meeting with a financial advisor?
During your first meeting, expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity to get to know your adviser and determine if they are a good fit for your needs. Philip will explain his services, fees, and how he can help you achieve your financial objectives.
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